PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. GULF COAST BANK AND TRUST COMPANY
Sponsor portfolioTH

GULF COAST BANK AND TRUST COMPANY

EIN 72-1167423-banking-Latest filing 2025
Plans
3
Retirement
2
$210.4M assets
Welfare
1
$1.4M premiums
Participants
3,085
200 ST. CHARLES AVE - NEW ORLEANS, LA 70130504-561-6100gulfbank.comLinkedIn501-1000 employeesbanking
Plans on this EIN
3 filings
#001ESOP-$139.4M - 966 part#002401k-$71.0M - 1,166 part#501Mixed-$1.4M - 919 lives

Retirement portfolio analytics

2 plans aggregated / $210.4M assets / 2,132 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • EMPLOYEE STOCK OWNERSHIP (#001)66%
  • SAVINGS INCENTIVE PLAN (#002)34%
Total $210.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
66%top
  • (Not disclosed)66%
  • NATIONWIDE34%
Total $210.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SAVINGS INCENTIVE PLAN (#002)1,166
  • EMPLOYEE STOCK OWNERSHIP (#001)966
Total 2,132Click row to drill in

Benefits portfolio analytics

1 plan / $1.4M premiums / 919 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.4M
  • Dental$1.3M
  • Vision$1.3M
  • Life$1.3M
  • Short-term disability$1.3M
  • Long-term disability$1.3M
Total $1.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY95%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
Total $1.4M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $152K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GULF COAST BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$139.4M
Participants966
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GULF COAST BANK AND TRUST COMPANY SAVINGS INCENTIVE PLAN

401k

Assets$71.0M
Participants1,166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GULF COAST BANK AND TRUST COMPANY

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$1.4M
Covered lives919
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GULF COAST BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLANESOP$139.4M9662024
002GULF COAST BANK AND TRUST COMPANY SAVINGS INCENTIVE PLAN401k$71.0M1,1662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GULF COAST BANK AND TRUST COMPANYMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$1.4M9192025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica